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Merchant Resources
Helpful information that provides merchants insight on submitting request, disputes management, Dex platform and more.
Merchant/Partner Forms
Account Closure Request
ACH Increase Request
Address Change Request
Aperia PCI Enrollment
Bank Release Authorization for Direct Recovery
Client Data Import Requests
Client Data Transfer Request Form
Company IDs
Credit Card Increase Request
Dual Bank Account Change Request
Email Address Change Request
Fair Credit Reporting Act (FCRA) Requirements
Faster Funding Request
Government Primary Contact Change Request
Government Signer Change Requests
Merchant and Partner Change of Signer Request
Merchant Bank Account Change
Merchant Bank Account Verification Form
Over Transaction Limit Notification (OTLN)
Partner Bank Account Change Request
Partner Bank Verification Form
Partner Closure Form
Primary Contact Change
Request To Delete A Transaction
Merchant FAQs
How to update Notifications in Virtual Terminal.
Merchant FAQ - Migration to the CSG Forte Platform 2023
NSF Recovery Service - Merchant FAQ
Debit MasterCard BusinessCard Transactions
2023 Pricing Increase - Govt Merchant FAQ
7.1 Credit Card Settlement FAQ
How to process batch files with GlobalScape (audience: Soft Pak merchants)
2022 Pricing Increase - Govt Merchant FAQ
Dex/Virtual Terminal Retirement FAQ
Additional Singular Event Fees
Q. I’m currently having issues with my receipt not printing correctly, how can I resolve this?
Q: Can I manually enter credit card numbers using the Forte Mobile app?
Q: I need the API Login ID and Secure Transaction Key for my Forte Checkout integration. Where do I find these?
Q: Does Forte support peer-to-peer transactions?
Q: Does Forte support EMV chip-reading technology on its card swipers?
Q: How can I contact Forte Technical Support?
Q: Does Forte have any solutions for mobile devices?
Q: What browsers does Forte support for the Virtual Terminal and Dex Console?
Q: Where can I find a list of transaction response codes?
Q: Does Forte require balanced or unbalanced NACHA files?
Q: Does Forte support NACHA format batch files?
Q: Where can I find developer documentation for all of the Forte integration methods?
Q: Where can I find code samples?
Q: How do I request a test account from Forte?
Q: I am getting my deposits netted together (credits and debits in one deposit) is there a way to have this set up differently?
Q: I am a merchant who processes eChecks and I would like to add or get set up to receive notification emails if a transaction comes back returned. How do I do this?
Q: I need to run a transaction(s) for next day funding, is this possible?
Q: Can I process transactions to fund early/faster?
Q: What is PCI Compliance and do I have to become compliant?
Q: I issued a refund to the wrong account and it funded successfully and never came back as returned, what can I do to get this money back?
EMV FAQ
What is EMV?
Who Does EMV Impact?
Does EMV Impact My Card-Not-Present Business?
Why Are EMV Cards More Secure than Traditional Cards?
Is EMV and Industry Mandate?
Why Should I Invest in EMV Technology?
What EMV Technology Does Forte Support?
What Does NFC Compatible Mean?
What Does Hybrid Solution Mean?
Will the VX520 Terminal be Compatible with Other Forte Solutions like Checkout or Secure Web Pay?
Will Forte Support a Dual-Interface (Contact and Contactless)?
Will Forte Equipment Support Chip-and-PIN or Chip-and-Signature EMV Cards?
What Does EMV Fraud Liability Shift Mean?
What if I am a Gateway Merchant Through Forte?
VX520
VX520 Product One Sheet
Forte Protect
VX520 Multi-Merchant Load File
Merchant Education
Dex Resources
Phishing.org Examples of Phishing Techniques
Merchant Support Matrix
Proof Of Authorization and NACHA requirements
Visa updates and clarifications to dispute rules language - 4/2023
Invoice Fees and Definitions
NSF Recovery Reconciliation
Security Best Practices
State Maximum NSF Fees
BillPay Daily File Upload - Merchant Best Practices
Forte's Customer Advisory Board
2021 - 2022 Gov't Customer Advisory Board FAQ
Merchant Compliance
SEC Code Information
TIN MISMATCH / LEGAL NAME COMBINATION ADDITIONAL INFORMATION
PCI DSS - How a Security Breach Can Affect You
SEC Code Reference Guide and Tip Sheet
Web Debit Security Audit FAQs
CONVENIENCE/SERVICE FEE AND SURCHARGE TIP SHEET
Apply for Processing Services
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